Ronald
Friedman

Royal Alliance Associates, Inc

CRD#712766
Investment Advisor
in San Diego, CA
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About this Advisor

Ronald Friedman is a certified financial planner based in San Diego, California. Currently a registered financial advisor with Royal Alliance Associates, Inc, Friedman has an impressive 28 years of professional experience in the financial advisory industry. Friedman has a Series 63 license, qualifying them as a securities broker. Friedman is registered to act as a financial advisor based out of California and Virginia. Throughout their career, Friedman has worked at Guardian Life Insurance Co. Of America, Royal Alliance Associates, Inc and Wealth Manager Group LLC. Royal Alliance Associates, Inc is headquartered in San Diego, California, and has 459 brick-and-mortar locations in the United States. Overall, Royal Alliance Associates, Inc manages $8 billion in assets across 30,657 accounts and employs more than 1,933 people. The firm's total assets under management places it among the largest financial advisory firms in the United States. The firm manages 16,603 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 13% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Royal Alliance Associates, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3131 Camino Del Rio North Suite #1650
San Diego, CA 92108

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

CA Average: $10,121,009,343
Total Number of Employees

2,951

CA Average: 92
Total Number of Accounts

62,916

CA Average: 6,978
Average Account Size

$200,603

CA Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Ronald Friedman Work History

Ronald has 28 years of experience.

2006 - Present (13 years)

Wealth Manager Group LLC

2004 - Present (15 years)

Royal Alliance Associates, Inc

1990 - Present (29 years)

Guardian Life Insurance Co. Of America

Disclosures

Ronald Friedman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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